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Overview


Excerpt

Vendors can create Purchase Orders in units based on Prebooks.


 Creating a Purchase Order from Prebooks in Units

note

 

Info
titleInformation

Please make sure that the following requirements are met so the line item can be added to a PO:

  • The Prebook line item needs to be in units.
  • It needs to have a Vendor assigned.
  • It needs to have a Cost assigned.
  • It needs to have a Ship Date assigned.


Ui steps
sizesmall



Ui step

Login into Komet Sales with your vendor user and password.

Go to




Ui step

 Go to Purchase Orders > Purchase Order Summary > Create New Order.

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Ui step

 A new window will pop up. From this window, you can add items

to 

to Create Purchase Orders

or

 or Build Boxes from Units. From this second option, you can add solid or mixed boxes.

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Ui step

In order to build solid boxes, click on the "Add Solid Boxes" link.

The

The Solid Boxes from Units window will display. From this window, you can use the filters for adding specify products. Then, click

on Add

on Add for a given product line.

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Ui step
The

 The Add Items window will be displayed. Complete the information and click

on

on Save.

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Ui step
The

 The PO will be created based on the information of the product added.

  Info
titleInformation
You

 Notice that you can continue adding items even with a different date set if that happens the system will ask for a confirmation before allowing you to add the boxes

:

.

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Ui step
7.

Close the Solid Boxes from Presold Units window to finish. For adding Mixed Boxes,

click on the Add Mixed Boxes option.Image Removed
The Add Item window will pop up. Use the filters under Breakdown Information for finding the purchase needs in units. Use the Tab and the enter keys in order to add the units to the box which will be displayed in the Items on Box column. At this point, the Purchase order will be created with the information of the item added.
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You can continue adding items even with a different date set, if that happens the system will ask for a confirmation before allowing you to add the units to the mixed box.
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read . Once you have finished, click

on Close.
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  • The mixed box will be marked with a star icon. Click on Edit in the Actions column to perform some change in the product line added.
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    • Once you have finished, click on New Order

    on New Order if you want to continue creating new orders.

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    Panel
    titleRelated Articles

    Filter by label (Content by label)
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    cqllabel in ( "vendor-portal" , "purchase-orders-vendors" , "build-solid-boxes" , "build-mixed-boxes" , "prebooks" )
    labelsprebooks,vendor-portal purchase-orders-vendors build-solid-boxes build-mixed-boxes


    Info
    titleIn Multilocation Companies

    While you are adding units to build solid or mixed boxes, you can filter by location as well, but in no case will the system allow you to add products coming from different locations on the same PO.


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